Position in SWKS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$102,049,056
-$18,968,485 QoQ
Shares Held
1,905,678
-0.1% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SWKS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026LSV ASSET MANAGEMENT holds $1,313,412,313 across 12 Semiconductors names. SWKS ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCOM |
Qualcomm Inc/De
|
3,785,074 | $487,441,829 | |
| 2 | CRUS |
Cirrus Logic, Inc.
|
2,312,744 | $334,469,037 | |
| 3 | MU |
Micron Technology Inc
|
609,365 | $205,867,871 | |
| 4 | QRVO |
Qorvo, Inc.
|
1,650,228 | $127,727,647 | |
| 5 | SWKS |
Skyworks Solutions, Inc.
This page
|
1,905,678 | $102,049,056 | |
| 6 | NVDA |
Nvidia Corp
|
192,500 | $33,572,000 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
30,540 | $10,320,993 | |
| 8 | UMC |
United Microelectronics Corp
|
694,211 | $6,234,014 |
All Filings in SWKS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,049,056 | 1,905,678 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $121,017,541 | 1,908,493 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $146,996,081 | 1,909,536 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $124,930,544 | 1,676,470 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $98,159,656 | 1,518,794 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $137,971,181 | 1,555,832 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $157,950,020 | 1,599,170 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $177,672,057 | 1,667,030 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $185,617,152 | 1,713,600 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $196,656,306 | 1,749,300 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $171,674,767 | 1,741,300 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $155,240,511 | 1,402,480 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,160,430 | 128,500 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,292,830 | 91,000 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,932,451 | 81,300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,531,632 | 81,300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $11,382,112 | 85,400 | Shares | Sole | 2022-05-12 | |
| 2020-12-31 | $4,448,808 | 29,100 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $7,420,500 | 51,000 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $151,994,470 | 1,188,757 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $172,295,412 | 1,927,673 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||